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ActionPlanTemplate

Represents the instance of an action plan template.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Name	Details
ActionPlanType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description The action plan template’s type.
Description	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The description of this action plan template.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user viewed this record.
Name	Type string Properties Create, Filter, Group, Sort, Update Description The name of this action plan template.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user who owns this action plan template.
TargetEntityType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description The parent object this action plan template relates to. For API version 47 and later, supported parent objects are Account, BusinessMilestone, Campaign, Case, Claim, Contact, Contract, InsurancePolicy, InsurancePolicyCoverage, Lead, Opportunity, PersonLifeEvent, and Visit as well as custom objects with activities enabled. (In API version 45 and earlier the parent object is always set to Account.)